In-Platform Reporting
Measuring the impact of your direct mail campaigns can easily be done from inside the platform. We recommend waiting 30-90 days after your campaign's in-home date to see the full scope of success accurately reflected in the numbers. Attribution Reports can be generated by sharing order data with Poplar in the following ways:
Option 1: Upload CSV
A CSV record of your order data can be uploaded to the Transactional Data tab under the API page of your account. Records can be uploaded more than once, without having to worry about duplicates. The platform will ignore duplicates and update any changes to existing orders.
Reports take a few hours to generate or refresh upon upload.
Required Data
To run attribution reports we require (at minimum) order_id
, order_date,
shipping address OR billing address and order_amount
to calculate revenue related metrics.
For campaigns that mailed using emails for Address Enrichment, we accept email OR hashed_email to match against as well.
Option 2: Poplar's Shopify App
Order data can also be sent to Poplar via the Poplar for Shopify application. To enable Transactional Reporting, head to Settings under the Poplar Mail application in Shopify.
Under the section Transactional Reporting, click the button "Enable" to start sending transactional data to Poplar.
Make sure both your Production and Test API Keys are saved before enabling.
Option 3: Orders API
The Orders API requires two fields in the payload: order_date
and order_id
. This allows you flexibility and control over the amount and specificity of the data you choose to share with Poplar.
Data Completeness
To assure a high level of accuracy, we recommend including additional data beyond the required fields. Adding customer_email
, shipping_address
, or billing_address
will help solidify the match quality of orders to mailings. customer_email
is typically the most unique identifier whereas shipping_address
or billing_address
can map to multiple customers, unless you're assuming 1 Household = 1 Customer.
If none of these data points are passed to Poplar, your attribution reports will be incomplete.
Campaign Success
You're not required to define your campaign success in terms of orders or conversions. For example, if you are sending mailings to generate leads, rather than purchases, you could still pass successful leads through the Orders API and receive attribution reports.
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